Filed April 18, 2023
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,098 | $102,385-96.0% | $147,080-97.2% | $80,935-94.9% |
| Participation rate | 94.7% | 75.9%+18.8pp | 82.2%+12.5pp | 67.7%+27.0pp |
| Annual return | -94.84% | 135.09%-229.9pp | 420.17%-515.0pp | 35.66%-130.5pp |
| Employer contribution / active EE | $4,485 | $3,717+20.7% | $4,933-9.1% | $2,757+62.7% |
| Participant deferral / active EE | $6,059 | $6,651-8.9% | $8,066-24.9% | $4,299+40.9% |
| Admin fee / account holder | $8,865 | $7,951+11.5% | $12,989-31.8% | $6,924+28.0% |